Joseph Mark Nickell
Professional Summary
Joseph Mark Nickell is a registered financial advisor currently at J. MARK NICKELL & CO. located in Brentwood, Tennessee. Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Joseph has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- J. Mark Nickell has more than two decades of experience counseling people in the areas of financial
- estate and investment planning. He graduated with honors from the University of Tennessee in Knoxville with a B.S. in Accounting in 1979. Before starting his own firm in 1994
- Mark worked with two of the world's largest accounting and business advisory firms. Mark has held the designation of Chartered Financial Analyst (CFA)
- the global professional investment credential
- since 1996. He has been a Certified Public Accountant since 1983
- and has been awarded the Personal Financial Specialist (PFS) designation by the American Institute of Certified Public Accountants.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
J. MARK NICKELL & CO. | J. MARK NICKELL, P.C.
Contact Information
Main Address
100 Westwood Place Suite 330, Brentwood, TN 37027Phone Number
(615) 371-6622# of Employees
3SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
174AUM (Assets Under Management)
$146,425,524Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
J. MARK NICKELL & CO. | J. MARK NICKELL, P.C.
State Registrations and Notice Filings
(2/10/2004)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Joseph Mark Nickell's CRS (Customer Relationship Summary).
Services Offered by Joseph
- J. Mark Nickell has more than two decades of experience counseling people in the areas of financial
- estate and investment planning. He graduated with honors from the University of Tennessee in Knoxville with a B.S. in Accounting in 1979. Before starting his own firm in 1994
- Mark worked with two of the world's largest accounting and business advisory firms. Mark has held the designation of Chartered Financial Analyst (CFA)
- the global professional investment credential
- since 1996. He has been a Certified Public Accountant since 1983
- and has been awarded the Personal Financial Specialist (PFS) designation by the American Institute of Certified Public Accountants.
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